In June of 2022, our Building Your Tech Stack webinar series will focus on partners in the Financial Planning and Marketing categories. A description of each partner category along with the partner(s) we focus on in our webinars this month is below.
The process of financial planning is intricate; tools you can use to help you dive deeper into the process in order to make the complex projections and calculations you’ll need to perform to recommend a course of action for each of your clients are invaluable.
Financial planning tools are built with purpose and finding the right one for you is going to make a big impact in your practice. Your financial planning software is going to be integral throughout the seven steps of the financial planning process as defined by the CFP Board. The level of integration available between different financial planning software and your CRM varies, but you are likely to find contact sync and easy access to planning documents with many of these integrations, helping to streamline one of the most time-consuming aspects of your operations.
In a June 7 Building Your Tech Stack webinar with Income Lab, we’ll be considering the below:
The Value of Dynamic Income Planning w/ Income Lab and Redtail CRM
Retirement income planning is one of the nastiest, hardest problems we face in financial planning, according to Bill Sharpe. Income Lab is committed to helping advisors navigate this problem with their clients by bringing new research, concepts, and clarity to the conversation.
In this webinar we’ll discuss how realistic, dynamic, updated longevity estimates play a key role in providing better income outcomes and how failing to update longevity estimates leads to problems as income risk levels go off track over time.
Marketing software is available to assist you with getting your marketing messaging out, regardless of the channel you are hoping to share your message in. There are website-building platforms, email marketing solutions, digital marketing platforms, social media monitoring, scheduling, and engagement software, lead capture software, tools for producing podcasts, and the list could go on and on and on. The bottom line is you have a message to share, and there are solutions available to assist you with sharing it in the right time at the right place.
Integrating each of your marketing tools with Redtail CRM means you will likely be able to streamline many of the steps commonly associated with getting your marketing message out to your clients and prospects.
In a June 21 Building Your Tech Stack webinar with Clout by TIFIN, our topic is:
Leveraging AI to Reach Niche Audiences Through Personalized Content
Join us on June 21st as we highlight marketing automation platform, Clout, and how its integration with Redtail Technology makes it easier for financial advisors to unlock growth through hyper-personalized digital marketing campaigns. Their turnkey marketing solution delivers content personalization at scale to create deeper, more meaningful relationships with clients and prospects. Their human + AI approach curates tailored marketing campaigns to help you reach the right person at the right time and on the right platform. When Clout and Redtail are implemented together, you can increase your reach, drive leads, and maximize your ROI.
What is Clout?
Clout by TIFIN is an AI-powered platform that provides personalized client and prospect engagement for wealth managers of all sizes – from the independent advisor to large wealth enterprise firms. Clout makes it easier for advisors to reach, nurture, and convert their target audiences with turnkey marketing solutions, scalable personalized content, and content distribution. Their platform utilizes an ever-growing ontology of over 460 tags to programmatically categorize their content library that features over 500,000 articles. Their algorithms tag articles by topic, life stage, and product to proactively recommend which pieces to share with the right person, at the right time, and on the right platform.